This is a custom PCF control for displaying a Kanban inside D365 datasets.
Entity Metadata, PowerKanban configs, views and card forms are cached for the lifetime of your browser session. This greatly improves performance. If any issues occur, close your browser and reopen it again to clear the sessionStorage.
Features so far:
- Supports option sets, status codes and boolean attributes as swimlane sources
- Records can be selected and deselected by clicking on the tiles
- Color schemes are taken from option set color values
- Primary and Secondary entities can be configured, so that you can show accounts and their child cases in one kanban board (choose view Advanced)
- Swimlanes with Drag and Drop functionality (allowed transitions can be defined for statuscode attributes inside their respective state transitions, or via custom script hook)
- Record Count as badge per lane
- Card forms can be used for customizing the display, they are rendered with clickable lookups
- Side-By-Side view for quick data view AND edit, where all your form scripts are considered (resizable in lower right corner)
- Modal forms for data view and edit (open per double click on tile or "Open in modal" button)
- Custom Buttons and Custom Forms on state transition (via custom script support)
- Search in data, highlighting and filtering
- Support for subscriptions and notifications to records, so that you can subscribe to record changes and see them
- Global Notifications when records that you subscribed to changed
- Email Notifications when you subscribed with email notifications turned on
- Custom Dialogs, for allowing to also resolve cases, win opportunities etc from the board
- Works on entity lists as well as on form subgrids
- Custom Styling by Style Sheets or JS callbacks
- Virtual Entities can be used as well
- Columns that contain html (such as email descriptions) are converted to plain text
Todos:
- Virtualization and Performance Tweaking
- Download and install the latest managed solution
- If you update from a version prior to 0.9.18 or want to use the same fields as in the Wiki examples, and you need the oss_taskid / oss_accountid / oss_incidentid fields on notification / subscription or the example script resource for an incident kanban, you can install the D365PowerKanbanSamples solution. They are not part of the default solution anymore. You can find the solution here
- Please see our Wiki